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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
4351
IronBridge Private Wealth
Texas
– -$311K -691 Closed
PPP
4352
Prism Planning Partners
Illinois
– -$309K -688 Closed
FWP
4353
Fiduciary Wealth Partners
Massachusetts
– -$297K -661 Closed
ATWA
4354
Arbor Trust Wealth Advisors
Michigan
– -$291K -647 Closed
ACM
4355
Academy Capital Management
Texas
– -$284K -631 Closed
CWA
4356
Continuum Wealth Advisors
New York
– -$280K -623 Closed
APC
4357
Aspire Private Capital
North Carolina
– -$270K -599 Closed
DAS
4358
Daybright Advisory Services
Florida
– -$268K -595 Closed
SWM
4359
StoneCrest Wealth Management
Arizona
– -$267K -594 Closed
BC
4360
Brio Consultants
California
– -$259K -575 Closed
SRC
4361
Shufro Rose & Co
New York
– -$258K -574 Closed
PA
4362
Prossimo Advisors
California
– -$255K -567 Closed
LHC
4363
Little House Capital
Massachusetts
– -$254K -566 Closed
CSF
4364
Capital Squared Financial
Maryland
– -$254K -565 Closed
BFF
4365
Byrne Financial Freedom
Massachusetts
– -$251K -559 Closed
KWM
4366
KW Wealth Management
California
– -$250K -557 Closed
CLA
4367
Carnegie Lake Advisors
New Jersey
– -$248K -551 Closed
BPW
4368
BLVD Private Wealth
Kentucky
– -$244K -543 Closed
CSIA
4369
Carl Stuart Investment Advisor
Texas
– -$243K -541 Closed
THL
4370
Tillman Hartley LLC
Colorado
– -$242K -537 Closed
AWM
4371
Athena Wealth Management
Nevada
– -$241K -536 Closed
FF
4372
Foronjy Financial
California
– -$241K -536 Closed
VV
4373
Verity & Verity
South Carolina
– -$241K -536 Closed
GPW
4374
Genesis Private Wealth
Virginia
– -$239K -532 Closed
ILI
4375
Invesco LLC (Illinois)
Illinois
– -$238K -529 Closed
173 174
175
176 177